Director of Investment Strategy

We are seeking a Director of Investment Strategy to help in driving the future growth of the firm. This person will identify attractive investment opportunities by assessing high-growth markets and market niches that fit Tide Rock’s investment criteria. This person will conduct market research and collaborate with internal and external leaders to translate data-driven insights into investment theses. The investment theses this person generates will help drive Tide Rock’s platform and add-on acquisition activity.

This role requires deep curiosity about industries and business models, attention to detail without losing the forest for the trees, and collaboration with cross-functional subject matter experts.

This is a full-time position located at our headquarters in Solana Beach, CA

POSITION AND SCOPE:

• Develop and refine the firm’s investment strategy by identifying attractive industries, product categories, and customer segments.

• Conduct deep market research, competitive analysis, and trend forecasting to assess investment opportunities.

• Provide strategic guidance on which sectors and business models align best with the firm’s investment philosophy and growth objectives.

• Provide actionable insights and recommendations to senior leadership on emerging trends, technologies, and opportunities.

• Partner with senior leaders across business units to identify and align strategic priorities that drive growth and enhance market competitiveness.

• Support strategic planning by conducting scenario analyses and recommending actionable initiatives.

• Conduct rigorous qualitative and quantitative analyses to address key strategic questions, uncover insights, and inform decision-making.

• Collaborate with the investment team to validate investment theses and assess market positioning for potential deals.

• Lead market diligence efforts, including industry landscapes, TAM (Total Addressable Market) analysis, and customer demand drivers.

• Evaluate macroeconomic and regulatory factors that may impact investment decisions.

Thought Leadership & Internal Strategy

• Act as a thought leader, presenting strategic insights to senior leadership and investment committee.

• Identify white space opportunities for the firm to expand into

• Build and maintain relationships with industry experts, consultants, and research firms to stay ahead of key trends.

SKILLS & EXPERIENCE REQUIRED

• Minimum of 7 years of experience in management consulting, corporate strategy, or investment strategy roles.

• MBA or relevant advanced degree preferred.

• Strong understanding of private equity, investment strategy, and market analysis.

• Deep expertise in market research, competitive analysis, and financial modeling.

• Experience developing growth strategies and evaluating business models across multiple industries.

• Proven ability to synthesize complex data into clear recommendations for senior leadership.

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